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| Morningstar Return Rating: | Above average | | Year to Date Return: | 8.70% | | 5-Year Average Return: | 3.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.02% | |
Worst 1-Yr Total Return (2008): | -0.57% | |
Best 3-Yr Total Return (2004-6): | 3.03% | |
Worst 3-Yr Total Return (2006-8): | 2.01% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCITX | Category | Diff | Index* | Diff | | Year To Date | 8.70 | 9.58 | -0.88 | 11.61 | -2.91 | | 1-Month | -1.89 | -1.71 | -0.18 | -2.10 | 0.21 | | 3-Month | 2.84 | 2.66 | 0.18 | 3.15 | -0.31 | | 1-Year | 10.06 | 9.21 | 0.85 | 13.60 | -3.54 | | 3-Year | 3.63 | 2.75 | 0.88 | 4.17 | -0.54 | | 5-Year | 3.41 | 2.85 | 0.56 | 4.15 | -0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.32 | 7.04 | 0.28 | 9.40 | -2.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.32 | 2.98 | 1.34 | 5.67 | -1.35 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.57 | -3.59 | 3.02 | | 2007 | | | 2.63 | 2.50 | 0.13 | | 2006 | | | 4.02 | 3.71 | 0.31 | | 2005 | | | 2.25 | 1.89 | 0.36 | | 2004 | | | 2.81 | 2.57 | 0.24 | | 2003 | | | 3.21 | 3.27 | -0.06 | | 2002 | | | 8.76 | 7.66 | 1.10 | | 2001 | | | 4.32 | 4.42 | -0.10 | | 2000 | | | 10.01 | 11.07 | -1.06 | | 1999 | | | -1.07 | -2.78 | 1.71 |
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| PAST QUARTERLY RETURNS (%) FOR
BCITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.73 | 1.20 | 6.57 | N/A | | 2008 | 0.80 | -0.21 | -1.62 | 0.48 | | 2007 | 0.72 | -0.53 | 1.57 | 0.85 | | 2006 | 0.03 | -0.05 | 3.17 | 0.85 | | 2005 | -0.61 | 2.36 | -0.10 | 0.61 | | 2004 | 1.12 | -2.17 | 3.06 | 0.85 | | 2003 | 0.53 | 1.93 | 0.04 | 0.69 | | 2002 | 0.38 | 3.38 | 4.99 | -0.18 | | 2001 | 1.46 | 0.39 | 2.97 | -0.53 | | 2000 | 2.44 | 1.71 | 2.15 | 3.37 | | 1999 | N/A | N/A | N/A | -0.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 34 | 82 | 41.46 | | 1-Month | 50 | 84 | 59.52 | | 3-Month | 27 | 82 | 32.93 | | 6-Month | 28 | 82 | 34.15 | | 1-Year | 22 | 82 | 26.83 | | 3-Year | 15 | 77 | 19.48 | | 5-Year | 5 | 69 | 7.25 |
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1.48% Nasdaq 0.00%
Performance
